-89.5%
CDE vs WEC
+3,986.5%
-4,076.0%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.8% | +2.5% | +2.0% |
| 7D | -2.0% | +0.4% | -2.4% | -2.1% |
| 30D | +15.7% | +0.9% | +14.8% | +15.0% |
| 3M | +30.5% | -5.3% | +35.8% | +33.1% |
| 6M | -7.4% | -6.6% | -0.8% | -5.3% |
| YTD | +17.9% | +3.3% | +14.6% | +15.4% |
| 1Y | +46.7% | +2.1% | +44.6% | +44.3% |
| 3Y | +851.3% | +39.6% | +811.7% | +708.9% |
| 5Y | +202.9% | +31.2% | +171.8% | +164.7% |
| 10Y | +58.2% | +148.4% | -90.2% | +7.0% |
| All | -89.5% | +3,986.5% | -4,076.0% | -93.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded WEC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling